How to connect Funil de Vendas + IRIS KashFlow
Zapier lets you send info between Funil de Vendas and IRIS KashFlow automatically—no code required.
When this happens...
automatically do this!
- Create OpportunityCreates an OpportunityAction
- Get Customer ListTriggers when user tries to search customers whose code or name or code matches with given string.Trigger
- Get Invoice ListTriggers when users searches based on invoice number or customer reference number.Trigger
- Add PaymentAdds payment to existing invoice from your KashFlow AccountAction
- Create/Update CustomerCreate/Update Customer for KashflowAction
- Create InvoiceCreating invoice for KashFlowAction
- Search CustomerSearch a latest customer from KashFlow account whose email/code/name matches given string.Action
- Search InvoiceGets a latest Invoice from KashFlow account whose invoice number or customer reference number matches given string.Action
- Step 1: Authenticate Funil de Vendas + IRIS KashFlow.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.